Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.9B
AUM Growth
-$34.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,216
New
Increased
Reduced
Closed

Top Buys

1 +$911M
2 +$888M
3 +$406M
4
MDT icon
Medtronic
MDT
+$383M
5
PINS icon
Pinterest
PINS
+$366M

Sector Composition

1 Technology 23.49%
2 Financials 13.3%
3 Healthcare 10.99%
4 Consumer Discretionary 9.93%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$921K ﹤0.01%
21,231
-264,928
2077
$919K ﹤0.01%
26,643
-21,607
2078
$919K ﹤0.01%
44,830
+22,103
2079
$919K ﹤0.01%
46,942
-15,366
2080
$919K ﹤0.01%
3,620
+2,077
2081
$918K ﹤0.01%
22,492
-9,355
2082
$918K ﹤0.01%
86,883
-35,444
2083
$918K ﹤0.01%
19,231
+8,042
2084
$917K ﹤0.01%
20,466
2085
$915K ﹤0.01%
9,503
-15,037
2086
$913K ﹤0.01%
23,839
-38,825
2087
$913K ﹤0.01%
36,516
-1,698
2088
$913K ﹤0.01%
93,046
2089
$911K ﹤0.01%
92,136
2090
$910K ﹤0.01%
9,905
-13,520
2091
$907K ﹤0.01%
1,915
-3,456
2092
$905K ﹤0.01%
35,704
+5,128
2093
$903K ﹤0.01%
+165,415
2094
$899K ﹤0.01%
11,462
-14,052
2095
$898K ﹤0.01%
75,375
+15,771
2096
$891K ﹤0.01%
16,758
-375
2097
$891K ﹤0.01%
19,545
-17,847
2098
$888K ﹤0.01%
28,736
+3,177
2099
$885K ﹤0.01%
7,107
+2,538
2100
$884K ﹤0.01%
12,256
+11,913